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Sherwin-Williams

1,500 hedge funds and large institutions have $63.5B invested in Sherwin-Williams in 2023 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 499 increasing their positions, 554 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,500
Holders Change
+108
Holders Change %
+7.76%
% of All Funds
21.99%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
220
Increased
499
Reduced
554
Closed
95
Calls
$522M
Puts
$348M
Net Calls
+$174M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Shares
Change %
M
1401
MOTCO
Texas
$23.1K
NL
1402
NVWM LLC
Pennsylvania
$22.8K -$821K -2,633 -97%
NFSG
1403
Newbridge Financial Services Group
Florida
$21.8K -$34.6K -111 -61%
NC
1404
NewSquare Capital
Pennsylvania
$21.8K
GIS
1405
Grayhawk Investment Strategies
Alberta, Canada
$21.5K
CWM
1406
Compass Wealth Management
Connecticut
$19.7K
IWP
1407
IAG Wealth Partners
Wisconsin
$18.7K
BIA
1408
Bell Investment Advisors
California
$18.4K +$312 +1 +2%
SC
1409
Solstein Capital
California
$18.1K
DI
1410
DAGCO Inc
Ohio
$17.8K -$1.05M -3,372 -98%
DWS
1411
Dynamic Wealth Strategies
California
$17.8K +$17.8K +57 New
CWC
1412
Carolinas Wealth Consulting
North Carolina
$17.7K
CFFP
1413
Center for Financial Planning
Michigan
$16.8K
HGA
1414
Hobbs Group Advisors
South Carolina
$16.8K +$16.8K +54 New
PWMG
1415
Private Wealth Management Group
New Jersey
$16.8K +$16.8K +54 New
RCM
1416
Raleigh Capital Management
North Carolina
$16.8K +$4.97K +16 +42%
AFG
1417
Albion Financial Group
Utah
$15.9K
PCWA
1418
Pacific Capital Wealth Advisors
California
$15.9K +$15.9K +51 New
CT
1419
Cambridge Trust
Massachusetts
$15.6K
SNB
1420
Security National Bank
Nebraska
$15.6K +$15.6K +50 New
AWM
1421
Able Wealth Management
New Jersey
$15.5K +$15.5K +50 New
S
1422
Sachetta
Massachusetts
$14.3K +$14.3K +46 New
WCMN
1423
Westchester Capital Management (Nebraska)
Nebraska
$14K
CT
1424
Clearstead Trust
Maine
$14K
CHA
1425
Carmichael Hill & Associates
Maryland
$14K